CSM Advisors’s AES AES Stock Holding History

CSM Advisors’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-925,035	Closed	-$13.3M	–	409
2025 Q4	$13.3M	Sell	925,035 -380,374	-29%	-$5.36M	0.36%	76
2025 Q3	$17.2M	Buy	1,305,409 +169,813	+15%	+$2.21M	0.48%	61
2025 Q2	$11.9M	Buy	+1,135,596	New	+$12.2M	0.35%	80

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

CSM Advisors's AES Position: Q1 2026 in Review

CSM Advisors sold out of AES (AES) in Q1 2026, closing a stake of 925,035 shares — an estimated $13.3M sold.

CSM Advisors first reported a position in AES in Q2 2025 and held it in 3 quarters. The position peaked at $17.2M in Q3 2025. 750 funds tracked by Wall St. Rank hold AES as of Q1 2026.

CSM Advisors reported no remaining AES position as of Q1 2026 after selling out during the quarter.
CSM Advisors sold 925,035 AES shares in Q1 2026, an estimated $13.3M.
CSM Advisors first reported a position in AES in Q2 2025 and held it in 3 quarters.
CSM Advisors's AES position peaked at $17.2M in Q3 2025.
750 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on CSM Advisors's 13F filing for Q1 2026, filed 15 May 2026.